Investment Styles

Tandem offers three investment strategies for separately managed accounts (SMAS).

Inception Date: 03/31/1991

Large Cap Core (LCC)

Large Cap Core (LCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle. Tandem’s investment philosophy requires that portfolio companies consistently grow both earnings and dividends. LCC differs from Tandem’s other strategies in that dividends must be paid to be included in LCC. Tandem believes dividend growth justified by earnings growth should allow stocks to perform well over time regardless of economic or market conditions. A proprietary semi-quantitative investment methodology is utilized to produce returns that experience less volatility than, and correlation to, the broader market.

Inception date: 05/31/2007

Equity

Equity seeks to produce superior returns with less volatility over a complete market cycle. Tandem’s investment philosophy requires that portfolio companies consistently grow earnings and dividends, if dividends are paid. Unlike LCC, Equity does not require portfolio companies to pay a dividend. Tandem relies upon a proprietary semi-quantitative investment methodology to produce returns that typically have limited correlation to the broader market in the short run, while keeping pace with prolonged market advances.

Inception Date: 03/31/2010

Mid Cap Core (MCC)

Mid Cap Core (MCC) seeks to produce superior risk-adjusted returns, while minimizing volatility over a complete market cycle. MCC is identical to the Equity strategy with one caveat – initial investments can only be made in companies under a $20 billion market cap. Similar to Tandem’s other two strategies, MCC requires portfolio companies to consistently grow earnings and dividends, if dividends are paid. Tandem relies upon a proprietary semi-quantitative investment methodology to produce returns that typically have limited correlation to the broader market in the short run, while keeping pace with prolonged market advances.

Castle Tandem Fund (TANDX)

For those investors interested in investing in a mutual fund equivalent of our large cap core strategy, we sub-advise the Castle Tandem Fund (Ticker: TANDX). For more information, please contact Castle Investment Management at (703) 260-1921. The Castle Tandem Fund is distributed by Rafferty Capital Markets, LLC.
By clicking the button below, you will leave the Tandem Investment Advisors website and enter the website for the Castle Tandem Fund.

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